See if you qualify

Select Language

CORE PRODUCT FEATURE

Compliance Tracking

Stay ahead of every deadline and requirement with automated compliance monitoring that protects your incentive benefits.

Maintain compliance without guesswork

Track deadlines, manage AUP requirements, and store evidence in one centralized compliance vault. Never miss a renewal or reporting deadline again.

Automated Deadline Tracking

Get alerts for every renewal, report, and milestone across all your programs

Automated Deadline Tracking

Get alerts for every renewal, report, and milestone across all your programs

Automated Deadline Tracking

Get alerts for every renewal, report, and milestone across all your programs

Document Vault & Evidence Collection

Centralized storage for all AUP reports, certifications, and supporting docs

Document Vault & Evidence Collection

Centralized storage for all AUP reports, certifications, and supporting docs

Document Vault & Evidence Collection

Centralized storage for all AUP reports, certifications, and supporting docs

Team Collaboration

Share access with CPAs, attorneys, and internal teams for seamless coordination

Team Collaboration

Share access with CPAs, attorneys, and internal teams for seamless coordination

Team Collaboration

Share access with CPAs, attorneys, and internal teams for seamless coordination

How it works

Our intelligent system guides you through the entire incentive lifecycle

Upload & Categorize

Simply upload documents and our AI automatically categorizes them by incentive program, document type, and relevance.

Smart Organization

Documents are indexed with OCR and organized into a searchable structure that mirrors your incentive portfolio.

Access Control

Set granular permissions for team members, accountants, and external advisors with secure sharing.

Automated Maintainence

Track document expiration, maintain version history, and receive alerts for required updates.

Upload & Categorize

Simply upload documents and our AI automatically categorizes them by incentive program, document type, and relevance.

Smart Organization

Documents are indexed with OCR and organized into a searchable structure that mirrors your incentive portfolio.

Access Control

Set granular permissions for team members, accountants, and external advisors with secure sharing.

Automated Maintainence

Track document expiration, maintain version history, and receive alerts for required updates.

Comprehensive capabilities

Complete compliance management tools that eliminate surprises and protect your benefits.

Real-time compliance status dashboard

Automated deadline tracking and alerts

Multi-program obligation management

Document expiration monitoring

Regulatory change notifications

Audit trail maintenance

Team task assignment and tracking

Compliance history reporting

Stop leaving incentive dollars behind.

Run a free audit and instantly see the incentives your company is missing out on.

✓

No commitments required

✓

No credit card needed

✓

Instant eligibility assessment

Stop leaving incentive dollars behind.

Run a free audit and instantly see the incentives your company is missing out on.

✓

No commitments required

✓

No credit card needed

✓

Instant eligibility assessment

Stop leaving incentive dollars behind.

Run a free audit and instantly see the incentives your company is missing out on.

✓

No commitments required

✓

No credit card needed

✓

Instant eligibility assessment

The AI Operating System for Tax Incentives

Product

Solutions

Pricing

Resources

Knowledge Hub

Company

About

Careers

Contact

Legal

Terms

Made with♥by Brand Casa

The AI Operating System for Tax Incentives

Product

Solutions

Pricing

Resources

Knowledge Hub

Company

About

Careers

Contact

Legal

Terms

Made with♥by Brand Casa

The AI Operating System for Tax Incentives

Product

Solutions

Pricing

Resources

Knowledge Hub

Company

About

Careers

Contact

Legal

Terms

Made with♥by Brand Casa